EC
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Estate Counselors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Estate Counselors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
11,905
-1,795
-13% -$198K 0.11% 62
2026
Q1 		$1.51M Sell
13,700
-57,720
-81% -$6.36M 0.13% 61
2025
Q4 		$7.87M Buy
71,420
+6,070
+9% +$669K 0.66% 24
2025
Q3 		$7.22M Buy
65,350
+2,885
+5% +$318K 0.62% 23
2025
Q2 		$6.9M Sell
62,465
-285,650
-82% -$31.5M 0.68% 19
2025
Q1 		$38.5M Buy
348,115
+337,699
+3,242% +$37.2M 3.99% 3
2024
Q4 		$1.15M Hold
10,416
– – 0.12% 74
2024
Q3 		$1.15M Sell
10,416
-4,026
-28% -$444K 0.12% 81
2024
Q2 		$1.6M Buy
14,442
+169
+1% +$18.6K 0.17% 61
2024
Q1 		$1.58M Sell
14,273
-177,244
-93% -$19.6M 0.18% 65
2023
Q4 		$21.1M Sell
191,517
-804,458
-81% -$88.7M 2.6% 13
2023
Q3 		$110M Buy
995,975
+257,065
+35% +$28.3M 14.63% 1
2023
Q2 		$81.6M Sell
738,910
-449,035
-38% -$49.5M 10.34% 1
2023
Q1 		$131M Buy
1,187,945
+877,990
+283% +$96.7M 17.35% 1
2022
Q4 		$34.1M Buy
309,955
+16,700
+6% +$1.84M 4.76% 2
2022
Q3 		$55M Sell
293,255
-182,835
-38% -$20.1M 8.5% 2
2022
Q2 		$52.4M Sell
476,090
-103,440
-18% -$11.4M 7.8% 1
2022
Q1 		$63.9M Buy
579,530
+573,920
+10,230% +$63.3M 8.31% 1
2021
Q4 		$619K Buy
5,610
+1,250
+29% +$138K 0.08% 106
2021
Q3 		$481K Buy
4,360
+350
+9% +$38.7K 0.06% 119
2021
Q2 		$443K Sell
4,010
-37,420
-90% -$4.14M 0.06% 119
2021
Q1 		$4.58M Sell
41,430
-4,690
-10% -$518K 0.67% 45
2020
Q4 		$5.1M Sell
46,120
-18,770
-29% -$2.08M 0.77% 39
2020
Q3 		$7.18M Buy
64,890
+2,200
+4% +$244K 1.11% 33
2020
Q2 		$6.94M Buy
+62,690
New +$6.95M 1.11% 30
2019
Q1 		– Sell
-227,850
Closed -$25.1M – 72
2018
Q4 		$25.1M Buy
+227,850
New +$25.1M 5.08% 2
2018
Q2 		– Sell
-134,000
Closed -$14.8M – 71
2018
Q1 		$14.8M Buy
+134,000
New +$14.8M 2.75% 12

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Estate Counselors's SHV Position: Q2 2026 in Review

Estate Counselors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 13% in Q2 2026, selling an estimated $198K and leaving 11,905 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #62.

Estate Counselors first reported a position in SHV in Q1 2018 and has held it in 27 quarters since. The position peaked at $131M in Q1 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Estate Counselors held 11,905 shares of iShares 0-1 Year Treasury Bond ETF worth $1.31M as of Q2 2026.
  • Estate Counselors sold 1,795 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $198K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.11% of Estate Counselors's portfolio in Q2 2026, its #62 holding.
  • Estate Counselors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and has held it in 27 quarters since.
  • Estate Counselors's iShares 0-1 Year Treasury Bond ETF position peaked at $131M in Q1 2023.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.